See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $80,103 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,252 | $129,021-6.8% | $184,203-34.7% | $77,643+54.9% |
| Participation rate | 95.3% | 87.3%+8.0pp | 86.8%+8.5pp | 70.6%+24.8pp |
| Annual return | 17.11% | 33.27%-16.2pp | 28.81%-11.7pp | 31.24%-14.1pp |
| Employer contribution / active EE | $5,645 | $4,413+27.9% | $6,427-12.2% | $2,726+107.1% |
| Participant deferral / active EE | $7,768 | $7,297+6.4% | $9,131-14.9% | $4,647+67.2% |
| Admin fee / account holder | $134 | $254-47.1% | $13,901-99.0% | $430-68.8% |